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Personal CFO Solutions’s Elevance Health ELV Stock Holding History

Personal CFO Solutions’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+546
New +$202K 0.03% 512
2025
Q2 		– Sell
-499
Closed -$217K – 493
2025
Q1 		$217K Buy
+499
New +$200K 0.04% 407
2024
Q4 		– Sell
-686
Closed -$357K – 504
2024
Q3 		$357K Buy
686
+16
+2% +$8.55K 0.05% 348
2024
Q2 		$363K Buy
670
+26
+4% +$13.7K 0.06% 328
2024
Q1 		$334K Buy
644
+167
+35% +$83.1K 0.05% 366
2023
Q4 		$225K Sell
477
-889
-65% -$411K 0.04% 458
2023
Q3 		$595K Buy
1,366
+56
+4% +$25.4K 0.12% 164
2023
Q2 		$582K Buy
1,310
+7
+0.5% +$3.23K 0.12% 175
2023
Q1 		$599K Sell
1,303
-56
-4% -$26.6K 0.12% 158
2022
Q4 		$697K Sell
1,359
-246
-15% -$125K 0.15% 136
2022
Q3 		$729K Sell
1,605
-29
-2% -$13.9K 0.18% 107
2022
Q2 		$788K Buy
1,634
+138
+9% +$68.3K 0.18% 94
2022
Q1 		$735K Sell
1,496
-1
-0.1% -$457 0.15% 133
2021
Q4 		$694K Buy
+1,497
New +$630K 0.13% 153

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal CFO Solutions's ELV Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Elevance Health (ELV) in Q2 2026: 546 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #512 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in ELV as recently as Q1 2025.

Personal CFO Solutions first reported a position in ELV in Q4 2021 and has held it in 14 quarters since. The position peaked at $788K in Q2 2022. 1,607 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Personal CFO Solutions held 546 shares of Elevance Health worth $211K as of Q2 2026.
  • Elevance Health was a new Personal CFO Solutions position in Q2 2026.
  • Elevance Health made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #512 holding.
  • Personal CFO Solutions first reported a position in Elevance Health in Q4 2021 and has held it in 14 quarters since.
  • Personal CFO Solutions's Elevance Health position peaked at $788K in Q2 2022.
  • 1,607 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.